Trinity Legacy Partners, LLC's ownership history for JEPI

Trinity Legacy Partners, LLC currently holds 235.4K shares with a market value of $13.5M. It started holding JEPI on 2024-09-30. At its peak, it held 261.3K shares on 2025-09-30. Its highest holding value was $14.9M on 2025-09-30. At its lowest, it held 235.4K shares on 2025-12-31, with a value of $13.5M on 2025-12-31. In the recent 180 days, Trinity Legacy Partners, LLC has decreased its shares by 21.7K. In the recent year, Trinity Legacy Partners, LLC has decreased its shares by 6.3K.